The S & P 500 takes over high time time Located 19. February and surpassed him on Friday, finishing the huge circle that saw American shares on the President Donald Trump Trading War, and then returned several months later.
But while investors can feel all over again after testifying their portfolios, remain injected, is also a long-term regret over what they missed or what could have been missed.
For example, where the S & P 500 could be that Trump did not shock Wall Street with many tariffs expected of everything;
At the end of 2024. Years, many wall street forecasts expected that a broad market index was at 7,000 this year or ended below that threshold, a building for two correctioned years with gains more than 20%.
Then the notion of the continued “American exceptional” in the global economy and financial markets remain dominant narrative, because investors focused more on the Trump tax reception and deregulation of his tariffs. This is contrary to the view of more stagnation in Europe and further slowing down in China.
Today, soon forward, and the script rolled over. Investors violated capital in foreign markets, especially after the “day of liberation” in early April. The US dollar index this year is 10% this year, because investors no longer see America exceptional and doubt in the situation in a safe haven of Greenback.
Meanwhile, Europe and China are looking for ways to strengthen growth and reimbursement of expected withdrawal from lower exports in the United States
Europe is reflected by ways to deregulate and plans a large dose of fiscal incentives in the form of more defense. This is how the Allies urges to deliver Trump requests for more loading, fears of Russian aggression and doubt in the American Security Shield.
China, the above goal of Trump Trade War, also released more fiscal incentives and promised increased support to consumers while Beijing seeks to transfer his economy more towards domestic demand and beyond export-oriented growth. At the same time, Chinese gains in AI showed Deepseek’s amazing progress added to the Library.
These seristical policies encouraged supplies that have greatly beaten American markets.
The index on the DAK market in Germany to date is 20% per annum, and the index of the Action of MSCI Europe increased 21%. Other European indices made more modest profits, but still surpassed the United States, with FTSE 100 to 8%.
In China, Hong Kong Hang Seng Index is 21% this year, and Ishares MSCI China ETF is 18%. (But the Shanghai Index set aside only 2% win in 2025)
For its part, S & P 500 is now a 5% above this year. It’s after Trump put his most aggressive tariff rates on hold and reached trading offers from Great Britain and China. Meanwhile, collecting corporate salaries, inflation readings were not widespread and some federal reserve creators for cuts were pushed for earlier cuts rates.
But the recovery of the American Stock Exchange is also built on hope as much results. Investors hope that trade war does not escalate again, inflation remains in check, earnings may also invest the economy in the recession – without mentioning the tension in the Middle East, and you do not mention tension in the Middle East.
To be sure, it is still possible that the S & P 500 reach those forecasts for the hill that Wall Street Video before the Trump Trading War. But a key issue for investors is whether American actions can return to long-term recession in other markets.
